Pinnacle Financial Group, LLC / IL - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Pinnacle Financial Group, LLC / IL held in its portfolio 112 assets valued at $344,555,790 (i.e. $344.56M).
The most valuable assets in the portfolio included: INVESCO EXCHANGE TRADED FD T ($31.45M), DIMENSIONAL ETF TRUST ($29.77M), and DIMENSIONAL ETF TRUST ($22.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 112 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Pinnacle Financial Group, LLC / IL - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | 670384 | 31454410 | RAFI US 1000 ETF |
| DIMENSIONAL ETF TRUST | 863782 | 29765930 | INTL CORE EQUITY |
| DIMENSIONAL ETF TRUST | 675774 | 22354600 | EMERGING MKTS CO |
| WISDOMTREE TR | 254646 | 21614337 | US TOTAL DIVIDND |
| DIMENSIONAL ETF TRUST | 542531 | 21478797 | US CORE EQUITY 2 |
| VANGUARD WHITEHALL FDS | 154648 | 13918333 | INTL HIGH ETF |
| VANGUARD WHITEHALL FDS | 88439 | 12692698 | HIGH DIV YLD |
| VANGUARD INTL EQUITY INDEX F | 160152 | 11780808 | ALLWRLD EX US |
| SPDR S&P 500 ETF TR | 14104 | 9618554 | TR UNIT |
| ISHARES TR | 63659 | 8984779 | SELECT DIVID ETF |
| DIMENSIONAL ETF TRUST | 113248 | 7890008 | US SMALL CAP ETF |
| ISHARES TR | 78849 | 7875400 | CORE US AGGBD ET |
| ISHARES TR | 137744 | 7535987 | MSCI EMG MKT ETF |
| VANGUARD INDEX FDS | 32574 | 6898782 | SM CP VAL ETF |
| VANGUARD SPECIALIZED FUNDS | 27469 | 6037215 | DIV APP ETF |
| SPDR GOLD TR | 15066 | 5970806 | GOLD SHS |
| DIMENSIONAL ETF TRUST | 259342 | 5939252 | US REAL ESTATE E |
| VANGUARD INDEX FDS | 22437 | 5787506 | SMALL CP ETF |
| VANGUARD INDEX FDS | 17971 | 5215538 | MID CAP ETF |
| MCDONALDS CORP | 14758 | 4510490 | COM |
| PIMCO ETF TR | 165050 | 4403543 | MULTISECTOR BD |
| PGIM ETF TR | 103225 | 4339745 | TOTAL RETURN BON |
| VANGUARD INDEX FDS | 12587 | 4220052 | TOTAL STK MKT |
| DIMENSIONAL ETF TRUST | 108194 | 4123287 | INTL CORE EQT MK |
| VANGUARD INDEX FDS | 22965 | 4073307 | MCAP VL IDXVIP |
| SSGA ACTIVE ETF TR | 90083 | 3625831 | STATE STREET DOU |
| INVESCO EXCH TRD SLF IDX FD | 182624 | 3604993 | BULSHS 2027 CB |
| PIMCO ETF TR | 37577 | 3497697 | ACTIVE BD ETF |
| BERKSHIRE HATHAWAY INC DEL | 6070 | 3051086 | CL B NEW |
| APPLE INC | 10922 | 2969208 | COM |
| VANGUARD INDEX FDS | 32499 | 2875824 | REAL ESTATE ETF |
| VANGUARD INDEX FDS | 8997 | 2832255 | LARGE CAP ETF |
| ISHARES TR | 20207 | 2490776 | S&P 500 GRWT ETF |
| DIMENSIONAL ETF TRUST | 75221 | 2449956 | EMGR CRE EQT MNG |
| VANGUARD MALVERN FDS | 31810 | 2432829 | SHORT DURATION B |
| DIMENSIONAL ETF TRUST | 51870 | 2427531 | US CORE EQT MKT |
| ISHARES TR | 21833 | 2271478 | MORNINGSTAR GRWT |
| VANGUARD WORLD FD | 6634 | 1909478 | HEALTH CAR ETF |
| FRANKLIN TEMPLETON ETF TR | 67507 | 1892900 | INCOME FOCUS ETF |
| INVESCO EXCH TRD SLF IDX FD | 96396 | 1886954 | BULSHS 2026 CB |
| VANGUARD INDEX FDS | 5702 | 1722593 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 8743 | 1669871 | VALUE ETF |
| ISHARES TR | 21880 | 1444094 | CORE S&P MCP ETF |
| NVIDIA CORPORATION | 7006 | 1306622 | COM |
| VANGUARD STAR FDS | 16285 | 1228540 | VG TL INTL STK F |
| INVESCO QQQ TR | 1814 | 1114457 | UNIT SER 1 |
| SPDR SERIES TRUST | 11082 | 1077283 | STATE STREET SPD |
| AMAZON COM INC | 4379 | 1010761 | COM |
| MICROSOFT CORP | 1958 | 946935 | COM |
| CATERPILLAR INC | 1457 | 834714 | COM |
| ISHARES TR | 3261 | 691497 | S&P 500 VAL ETF |
| FIRST TR EXCH TRADED FD III | 34688 | 672608 | INSTL PFD SECS |
| VANGUARD BD INDEX FDS | 8687 | 643446 | TOTAL BND MRKT |
| WISDOMTREE TR | 14439 | 636037 | YIELD ENHANCD US |
| AMERICAN CENTY ETF TR | 5547 | 620044 | US EQT ETF |
| INVESCO EXCHANGE TRADED FD T | 3176 | 608339 | S&P500 EQL WGT |
| ISHARES TR | 8398 | 583006 | CORE DIV GRWTH |
| ISHARES TR | 6000 | 581307 | S&P MC 400GR ETF |
| EXXON MOBIL CORP | 4773 | 574381 | COM |
| FRANKLIN TEMPLETON ETF TR | 25856 | 559133 | US CORE BOND ETF |
| INVESCO EXCH TRD SLF IDX FD | 27142 | 559120 | INVSCO BLSH 28 |
| ISHARES TR | 4512 | 542285 | CORE S&P SCP ETF |
| VANGUARD WORLD FD | 4471 | 540776 | ESG US STK ETF |
| JPMORGAN CHASE & CO. | 1619 | 521765 | COM |
| VANGUARD SCOTTSDALE FDS | 6211 | 520177 | INT-TERM CORP |
| VANGUARD ADMIRAL FDS INC | 2500 | 512125 | 500 VAL IDX FD |
| VANGUARD WHITEHALL FDS | 5174 | 473188 | INTL DVD ETF |
| ISHARES TR | 675 | 462572 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 8554 | 459863 | FTSE EMR MKT ETF |
| BLACKROCK ETF TRUST II | 8482 | 447595 | ISHARES FLEXIBLE |
| VANGUARD SCOTTSDALE FDS | 5538 | 429970 | TOTAL CORP BND |
| VANGUARD WORLD FD | 2017 | 426140 | CONSUM STP ETF |
| WISDOMTREE TR | 5971 | 410586 | INTL EQUITY FD |
| ALLSTATE CORP | 1963 | 408598 | COM |
| PALANTIR TECHNOLOGIES INC | 2296 | 408114 | CL A |
| VANGUARD INDEX FDS | 635 | 398523 | S&P 500 ETF SHS |
| INVESCO EXCH TRD SLF IDX FD | 20715 | 390160 | BULETSHS 2029 |
| SELECT SECTOR SPDR TR | 7064 | 386884 | STATE STREET FIN |
| ISHARES TR | 3463 | 380577 | TIPS BD ETF |
| TESLA INC | 814 | 366072 | COM |
| VANGUARD SCOTTSDALE FDS | 5962 | 350173 | SHORT TERM TREAS |
| ABBVIE INC | 1530 | 349590 | COM |
| PROCTER AND GAMBLE CO | 2384 | 341631 | COM |
| ENTERPRISE PRODS PARTNERS L | 9982 | 320010 | COM |
| VANGUARD WORLD FD | 4421 | 316655 | ESG INTL STK ETF |
| BROADCOM INC | 896 | 310106 | COM |
| DIMENSIONAL ETF TRUST | 6230 | 300099 | NATL MUN BD ETF |
| ISHARES TR | 3350 | 299691 | CORE MSCI EAFE |
| ALPHABET INC | 953 | 299051 | CAP STK CL C |
| BOEING CO | 1374 | 298323 | COM |
| CONSTELLATION ENERGY CORP | 807 | 285089 | COM |
| SPDR INDEX SHS FDS | 7276 | 284855 | S&P EM MKT DIV |
| ISHARES TR | 2467 | 280500 | SP SMCP600VL ETF |
| MORGAN STANLEY | 1554 | 275882 | COM NEW |
| ALPHABET INC | 872 | 272941 | CAP STK CL A |
| META PLATFORMS INC | 410 | 270321 | CL A |
| ISHARES TR | 1753 | 260675 | CORE S&P TTL STK |
| AMERICAN EXPRESS CO | 704 | 260445 | COM |
| ELI LILLY & CO | 241 | 259081 | COM |
| CHEVRON CORP NEW | 1619 | 246769 | COM |
| WISDOMTREE TR | 7333 | 245303 | US SMALLCAP DIVD |
| WW GRAINGER INC | 227 | 229321 | COM |
| PEPSICO INC | 1581 | 227099 | COM |
| VANGUARD MALVERN FDS | 2853 | 222860 | CORE-PLUS BD ETF |
| VISA INC | 624 | 218925 | COM CL A |
| ABBOTT LABS | 1729 | 216626 | COM |
| INVESCO EXCH TRADED FD TR II | 5796 | 213596 | NASDAQNXTGEN100 |
| VANGUARD INTL EQUITY INDEX F | 1500 | 211590 | TT WRLD ST ETF |
| ISHARES TR | 2220 | 204795 | U.S. FIN SVC ETF |
| SELECT SECTOR SPDR TR | 1315 | 203562 | STATE STREET HEA |
| INTERNATIONAL BUSINESS MACHS | 676 | 200106 | COM |
| XILIO THERAPEUTICS INC | 10000 | 6402 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.